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Disclosery

IRONWOOD INVESTMENT MANAGEMENT LLC: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IRONWOOD INVESTMENT MANAGEMENT LLC on OTIS, newest first. How the timeline and the estimate are built.

IRONWOOD INVESTMENT MANAGEMENT LLC held 10,073 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,073 shares
    Change vs previous 13F -1,969 shares

    0.25% of the 13F portfolio, value $721,227.

    13F-HR 0001376474-26-000566 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,042 shares
    Change vs previous 13F -569 shares

    0.39% of the 13F portfolio, value $928,197.

    13F-HR 0001376474-26-000378 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,611 shares
    Change vs previous 13F +44 shares

    0.46% of the 13F portfolio, value $1,101,571.

    13F-HR 0001376474-26-000161 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,567 shares
    Change vs previous 13F -42 shares

    0.5% of the 13F portfolio, value $1,149,001.

    13F-HR 0001376474-25-000926 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,609 shares
    Change vs previous 13F +138 shares

    0.61% of the 13F portfolio, value $1,248,543.

    13F-HR 0001376474-25-000744 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,471 shares
    Change vs previous 13F -32 shares

    0.7% of the 13F portfolio, value $1,287,007.

    13F-HR 0001376474-25-000466 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,503 shares
    Change vs previous 13F +99 shares

    0.58% of the 13F portfolio, value $1,157,903.

    13F-HR 0001376474-25-000173 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,404 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,289,272.

    13F-HR 0001376474-24-000686 filed by IRONWOOD INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).